Modify an Employee's Entitlement

Before you can perform this task

To modify an employee's entitlement:

  1. Open the Entitlements tab in the employee record. How?
      1. In the Home window, click Employees & Payroll on the navigation pane.
      2. In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
      3. Select an employee from the list and click OK.
  2. You can modify the following information for this employee only:

To change the number of hours this employee works in a day

In The Number of Hours in a Work Day box, click and enter a new number.

To add or change the percent of entitlement hours or days earned in a year

In Track Using % Hours Worked column, enter a percent number. Usually, this is calculated from the number of entitlement hours (or days) earned in a year as a percentage of the total hours (or days) worked in a year.

To add or change the maximum number of days earned in a year

In Maximum Days column, add or modify the maximum number of entitlement days this employee can earn.

To set up Sage Simply Accounting to clear or save the accrued entitlement at the end of the year

In the Clear Days At Year-End column, click to select Yes or No.

  1. Click Save and Close.

Note:  All modifications in the employee's record will overwrite those set up in your company entitlement settings. The total number of days accrued from prior pay periods is recorded in the Net Days Accrued column.

What do you want to do?